Jones Financial Companies
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Jones Financial Companies’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Jones Financial Companies’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Buy
43,268
+6,922
+19% +$355K ﹤0.01% 1520
2026
Q1 		$1.84M Buy
36,346
+9,293
+34% +$481K ﹤0.01% 1462
2025
Q4 		$1.4M Buy
27,053
+8,149
+43% +$424K ﹤0.01% 1100
2025
Q3 		$985K Buy
18,904
+6,167
+48% +$318K ﹤0.01% 1136
2025
Q2 		$653K Buy
12,737
+2,142
+20% +$108K ﹤0.01% 1182
2025
Q1 		$540K Buy
10,595
+5,211
+97% +$264K ﹤0.01% 1100
2024
Q4 		$271K Buy
5,384
+741
+16% +$38K ﹤0.01% 1217
2024
Q3 		$245K Buy
4,643
+3,490
+303% +$180K ﹤0.01% 1068
2024
Q2 		$57.9K Buy
1,153
+329
+40% +$16.5K ﹤0.01% 1199
2024
Q1 		$41.8K Buy
+824
New +$41.7K ﹤0.01% 765

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies's USIG Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 19% in Q2 2026, buying an estimated $355K and bringing the position to 43,268 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Jones Financial Companies first reported a position in USIG in Q1 2024 and has held it in 10 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Jones Financial Companies held 43,268 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2.23M as of Q2 2026.
  • Jones Financial Companies bought 6,922 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $355K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1520 holding.
  • Jones Financial Companies first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.